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Raymond James Financial Services Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.43M Sell
35,610
-676
-2% -$25.7K ﹤0.01% 1925
2024
Q2 		$1.15M Buy
36,286
+9,402
+35% +$290K ﹤0.01% 2002
2024
Q1 		$892K Buy
26,884
+316
+1% +$10.1K ﹤0.01% 2137
2023
Q4 		$885K Sell
26,568
-4,146
-13% -$112K ﹤0.01% 2060
2023
Q3 		$801K Buy
30,714
+84
+0.3% +$2.22K ﹤0.01% 2035
2023
Q2 		$627K Sell
30,630
-72
-0.2% -$1.66K ﹤0.01% 2212
2023
Q1 		$839K Buy
30,702
+228
+0.7% +$7.64K ﹤0.01% 2017
2022
Q4 		$1.05M Sell
30,474
-5,000
-14% -$187K ﹤0.01% 1811
2022
Q3 		$1.42M Buy
35,474
+4
+0% +$169 ﹤0.01% 1620
2022
Q2 		$1.4M Hold
35,470
– – ﹤0.01% 1643
2022
Q1 		$1.69M Hold
35,470
– – ﹤0.01% 1605
2021
Q4 		$1.51M Sell
35,470
-11,168
-24% -$455K ﹤0.01% 1716
2021
Q3 		$1.81M Sell
46,638
-2,504
-5% -$89.6K ﹤0.01% 1543
2021
Q2 		$1.67M Buy
49,142
+350
+0.7% +$11.6K ﹤0.01% 1596
2021
Q1 		$1.5M Sell
48,792
-3,016
-6% -$74.9K ﹤0.01% 1573
2020
Q4 		$1.04M Buy
51,808
+16,358
+46% +$317K ﹤0.01% 1669
2020
Q3 		$603K Buy
35,450
+482
+1% +$8.65K ﹤0.01% 1862
2020
Q2 		$625K Sell
34,968
-1,912
-5% -$31.6K ﹤0.01% 1768
2020
Q1 		$541K Sell
36,880
-2,918
-7% -$51.1K ﹤0.01% 1502
2019
Q4 		$750K Sell
39,798
-7,254
-15% -$130K ﹤0.01% 1714
2019
Q3 		$780K Sell
47,052
-8,904
-16% -$144K ﹤0.01% 1625
2019
Q2 		$959K Sell
55,956
-7,852
-12% -$131K ﹤0.01% 1524
2019
Q1 		$1.08M Sell
63,808
-3,644
-5% -$62.2K ﹤0.01% 1404
2018
Q4 		$1.07M Sell
67,452
-2,144
-3% -$38.6K 0.01% 1222
2018
Q3 		$1.36M Buy
69,596
+2,108
+3% +$44.5K 0.01% 1282
2018
Q2 		$1.41M Sell
67,488
-4,124
-6% -$88.3K 0.01% 1221
2018
Q1 		$1.46M Buy
71,612
+2,932
+4% +$61.5K 0.01% 1101
2017
Q4 		$1.43M Sell
68,680
-544
-0.8% -$11.1K 0.01% 1078
2017
Q3 		$1.34M Sell
69,224
-3,044
-4% -$54.1K 0.01% 1118
2017
Q2 		$1.33M Buy
72,268
+14,606
+25% +$266K 0.01% 1085
2017
Q1 		$1.05M Sell
57,662
-830
-1% -$16.3K 0.01% 1157
2016
Q4 		$1.09M Sell
58,492
-9,392
-14% -$149K 0.01% 1067
2016
Q3 		$881K Buy
67,884
+24,040
+55% +$307K 0.01% 1159
2016
Q2 		$541K Buy
+43,844
New +$538K 0.01% 1384

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial Services Advisors's SFBS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its ServisFirst Bancshares (SFBS) stake by 1.9% in Q3 2024, selling an estimated $25.7K and leaving 35,610 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Raymond James Financial Services Advisors first reported a position in SFBS in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.81M in Q3 2021. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

  • Raymond James Financial Services Advisors held 35,610 shares of ServisFirst Bancshares worth $1.43M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 676 ServisFirst Bancshares shares in Q3 2024, an estimated $25.7K.
  • ServisFirst Bancshares made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1925 holding.
  • Raymond James Financial Services Advisors first reported a position in ServisFirst Bancshares in Q2 2016 and has held it in 34 quarters since.
  • Raymond James Financial Services Advisors's ServisFirst Bancshares position peaked at $1.81M in Q3 2021.
  • 281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.